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Client's Profile

Based in Houston, Madeksho Law Firm was founded by Larry, Chris and Angela Madeksho to help victims of defective pharmaceutical products and medical devices attain the justice and compensation they deserve. Each lawyer at the Madeksho Law Firm is a seasoned litigator having extensive experience in helping individuals and families from defective products and toxic exposures.

Challenges

An out-of-the-box Sugar Community Edition (CE) solution was limiting Madeksho Law Firm from gaining deeper insights about their customers. In order to get a complete picture of customer needs and to keep track of even the granular details, the need arose to extend the functionality of the CRM system. The most important aspect was to customize the reports module to aid lawyers better comprehend cases.

Solution

Multiple discovery sessions took place to identify the exact requirements of Madeksho Law Firm after which the final proposal was prepared. Firstly, the theme of Sugar was completely customized to give the CRM a modern, elegant and vibrant look.

The following modules were customized to create an efficient workflow system and ensure that no cases slip through the cracks:

  • Client’s History
  • Work history
  • Medical History
  • Contacts/heirs
  • Settlements
  • Bankruptcy claims
  • Co-Counsels
  • Expenses and Fund Received from Defendants

Report builder module was customized in which filters could be applied to build reports on any module. Reported could be viewed, downloaded and exported in PDF and .CSV formats. Report data could be grouped using drag and drop and information displayed in the form of charts.

Results

With all the module customization, a completely bespoke system was prepared which allowed Madeksho lawyers view customer interactions at a glance on a single consolidated platform. All the details related to a particular case, even the minutest ones, could be easily tracked. Following up on leads, sharing information and staying in touch with clients was no more a hassle. Business operations got streamlined which enabled Madeksho Law Firm establish lifelong relationships with clients.

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